Project kickoff checklist
Checklist template
- Business
- Location
- Date
Kickoff
For each new project, before work starts
| Done | Task | Notes | Initials |
|---|---|---|---|
| Before the meeting | |||
| Check the scope of work and budget are signed | |||
| Brief the internal team on the scope, budget and deadlines | |||
| Set up the project in your project tool and time tracking | |||
| Send the client the agenda and a list of what to bring | |||
| Kickoff meeting | |||
| Introduce both teams and name the decision-maker on each side | |||
| Walk through the goals, scope and what is out of scope | |||
| Agree the timeline, milestones and review rounds | |||
| Agree how and how often you will update the client | |||
| After the meeting | |||
| Send notes with the decisions and next steps within a day | |||
| Collect access to the client’s accounts, brand files and contentStore logins in the agency password manager, never in email or chat. | |||
| Book the milestone check-ins in both calendars | |||
- Completed by
- Checked by (manager)
- Date
- Notes
